Client Onboarding and Investment Agreement

LondonFull-timeBack Office OpsREF5599TCompany DescriptionLegal & General (L&G) is a leading UK financial services group and major global investor.We've been safeguarding people's financial futures since 1836, and strive to build a better society, while improving the lives of our customers and creating value for shareholders.We are one of the world's largest...

**Job Title**:Client Onboarding Specialist The Client Onboarding Specialist is responsible for verification and authorisation of client documentation prior to onboarding a diverse range of high-net-worth clients from private individuals, trusts, pensions, charities to corporates. Accurately set up client accounts and maintain customer records with due care...

We’re working exclusively with an exciting new client who offer an evolving and intelligent approach to predicting the success of start-ups is looking for an Onboarding Administrator to manage the onboarding and compliance of new clients. This role will be perfect for an experienced administrator, who has worked with legal documentation, due diligence, KYC...

Graduate Client Onboarding Executive - Investment Management - Central London / Hybrid - up to £34k plus bonus and benefits We’re on the hunt for a proactive, personable and client-focused individual, with exceptional attention to detail and accuracy, to join a fantastic investment organisation based in stunning offices in Central London as their Client...

**Reports to Operations Manager - Client Onboarding** With a focus on driving excellent client service and understanding the needs of our clients, we are continually enhancing the onboarding approach. As a result, we are looking for an Onboarding Administrator to join the newly established Onboarding Centre of Excellence. The individual will be responsible...

One of the UK's leading providers of skilled technical resource supporting the regulatory environment are offering fantastic opportunities within the financial services sector for a major UK Bank. The role of Equities and Investment Onboarding Manager willbe working on a new client project supporting new and existing clients through the account opening...

**Client Onboarding consultant** **Client Onboarding consultant - Job Description** - Set -up a client / counterparty to do business with company - Maintain the ability to do that business with that client / counterparty and remain compliant with relevant regulations - Efficient client journey with standardised experience across entities and business...

About The RoleOverviewSupport the 7IM Investment Directors (Intermediary) by providing exceptional administrative and service support to a panel of qualified existing and new IFAs and clients within your region who use the 7IM Discretionary and Retirement Income Services (RIS).Key Service & Administrative ResponsibilitiesClient Servicing & Administrative...

OverviewSupport the 7IM Investment Directors (Intermediary) by providing exceptional administrative and service support to a panel of qualified existing and new IFAs and clients within your region who use the 7IM Discretionary and Retirement Income Services (RIS).   Key Service & Administrative Responsibilities   Client Servicing & Administrative...

This is a new Suitability and Client Onboarding Associate position working for a Financial Services business in the City of London. The Suitability and Client Onboarding Associate will work as part of the 1LoD team offering assurance to the firm. **Client Details** The client is an Investment and Advisory firm based in the City of London. They are looking...